Author Archives: tecconn

Tax Year End Planning

A reminder of the importance of tax year end planning for financial planners

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Trust Taxation Review

The HMRC review of trust taxation and the potential implications for financial planners.

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Family Investment Companies

FICOs as a possible trust alternative in estate planning with larger estates.

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Marginal Gains

The benefit of keeping up to date with relevant technical changes.

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Intergenerational Planning

The importance of advisers taking an intergenerational approach to estate planning. Opportunities to engage up and down the generations powered by adviser know-how and effective, appropriate communication.

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IHT Simplification – The OTS Review

The first part of the OTS report on IHT simplification and it’s possible implications for the future of IHT administration.

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Budget 2018

Implications of the 2018 Budget Proposals for Financial Planners

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Tax efficient investing beyond the lifetime and annual allowances

A brief consideration of the main ways to tax efficiently invest beyond pensions with special focus on the role that investment bonds canplay as long term tax efficient investments.

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Legal Fundamentals of a Trust

Consideration of what is required to ensure that a trust is correctly set up and who are the key parties to a trust.

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Block Transfers

This video blog digs into the issues surrounding block transfers, their benefits and complexities.

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